We focus on financial institutions, delivering high-quality investment products, wealth management solutions and premier support.
The firm became self-clearing in 1991, forging a leading role in the burgeoning financial institution investment channel.
Approved to act as an IRA custodian in 1994, allowing us to provide an ease in doing business through technical expertise.
Our management team averages over 12 years with the firm and over 27 years in the financial services industry.
Cetera Financial Institutions is a marketing name of Cetera Investment Services LLC, a self-clearing, registered broker-dealer that caters exclusively to banks and credit unions. Started in 1984 as a team of 20 bank-centric brokerage visionaries at Bankers Systems Inc., we have stayed true to our roots by only serving advisors within banks and credit unions. Our mutual success is the result of building collaborative relationships between institutions and their advisors, delivering comprehensive financial solutions to investing clients, and offering unparalleled service to financial institutions. Through Cetera Investment Advisers LLC, an SEC registered investment adviser firm, financial advisors receive a wide array of solutions and back-office support. Cetera Investment Services is a member of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
Marquette Bank joins Cetera Financial Institutions, moving its retail wealth management program to the firm's platform.
Cetera announces newly-created Traditional and Specialty channels. The six firms comprising its network will be organized under these two channels to help accelerate the ability of each network firm to support Cetera's Advice-Centric Experience for advisors and clients.
KEY FACTS ABOUT CETERA INVESTMENT SERVICES LLC
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US Businesses
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Companies in Florida
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Leon County Companies
- Company name
- CETERA INVESTMENT SERVICES LLC
- Status
- Active
- Filed Number
- M12000006931
- FEI Number
- 411483314
- Date of Incorporation
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December 12, 2012
Age - 12 years
- Home State
- DE
- Company Type
- Foreign Limited Liability
CONTACTS
- Website
- http://ceterainvestmentservices.com
- Phones
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(800) 245-0467
CETERA INVESTMENT SERVICES LLC NEAR ME
- Principal Address
- 400 1ST STREET SOUTH,
ST. CLOUD,
MN,
56301,
US
See Also